This CPE session will speak to the topic that is (or should be) on the minds of many owners and/or partners of tax and accounting firms. Succession will happen - you cannot stop it - but it would be most beneficial if it can happen on your terms. We will review many considerations that are critically important when thinking of succession planning: culture, opportunity, value, staff, clients and, last but not least, you and your legacy. This session will speak to the dos and donts and the whys and wonts of succession planning.
You will likely only transition your practice once, and the purpose of this session is to answer many important questions that any owner or partner should consider prior to beginning the process of succession planning or speaking to another firm about succession.
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